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The Weir Group Pension and Retirement Savings Scheme (CAS-53720-V9X4)

Complainant: Mr N
Complaint Topic: Misquote/misinformation
Ref: CAS-53720-V9X4
Outcome: Partly upheld
Appeal outcome: None
Respondent: The Trustee of the Weir Group Pension and Retirement Savings Scheme
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


Mr N’s complaint against the Trustee and Capita is partly upheld. To put matters right, for the part that is upheld, Capita and the Trustee shall pay Mr N £2,000, that is £1,000 each, in recognition of the severe distress and inconvenience which he has suffered.

Complaint summary

Mr N has complained that:-

· In 2019 Capita, the current administrator of the Scheme, failed to provide him with details of the cash equivalent transfer value (CETV) and early retirement benefits available to him in a timely manner.

· Capita provided him with numerous CETV and early retirement quotations over the years showing incorrect information about the benefits available to him, upon which he relied to his financial detriment by leaving employment with the Weir Group in May 2018.

· He has suffered considerable distress and inconvenience dealing with this matter.

View determination


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